TriState Capital Bank Resources
Liquidity |
Treasury Management |
Case Studies
When Nimbleness Is the Name of the Game
The Situation: Timing was everything: A large regional 1031 Qualified Intermediary (QI) in Philadelphia had decided to diversify its banking relationships. TriState Capital learned of the competitive bid through a referral. Meanwhile, our team had been building out its new QI capabilities and was ready to begin prospecting.